USER GUIDE

OMRAN BI DASHBOARD CREATION

& Modification Manual
Author:

Rajaram Pandiyan

Creation Date:

Aug 25, 2015

Last Updated:

Aug 25, 2015

Version:

1.0

BCT-Omran-BI_Manual
Confidential

Document Control

Page 1 of 26

Document Control
Change Record
Date

Author

Version

Change Reference

25-Aug-15

Rajaram Pandiyan

1.0

Initial Version

Reviewer
Name

Position

Ismail Abdul Rahman Al-Hamdani

Project Manager

Note To Holders:
If you receive an electronic copy of this document and print it out, please write your name on the
equivalent of the cover page, for document control purposes.
If you receive a hard copy of this document, please write your name on the front cover, for
document control purposes.

BCT-Omran-BI_Manual
Confidential

Document Control

Page 2 of 26

Contents
Document Control ................................................................................................................................................................. 2

1.

Introduction .............................................................................................................................................................. 4

2.

General Overview ..................................................................................................................................................... 5

3.

Starting Oracle BI Applications .............................................................................................................................. 6

4.

Entering User Name and Password ........................................................................................................................ 7

5.

Responsibility and Function .................................................................................................................................... 8

6.

Creating and Editing Dashboards ........................................................................................................................... 9

BCT-Omran-BI_Manual
Confidential

Document Control

Page 3 of 26

1. Introduction
This document describes how to enter data, query, generate reports and navigate in
the Human Resource Analytics.
This document has been organized as per the structure given in the Table of Contents,
providing procedures/information relevant to the Omran Operations as well as
additional information about the Dashboard modification.
Scope of this document is restricted to, helping users in carrying out their day to day
activities related to this module.
Navigation Tool
It is important for a user to go through the below given document before entering
Human Resource Analytics. The below given document details about the entry
procedure, transaction procedure, working with key board, following the navigation
etc.

BCT-Omran-BI_Manual
Confidential

Introduction

Page 4 of 26

2.

General Overview

This document describes metrics available in Oracle Business Intelligence Applications. These metrics are
housed within the Oracle Business Intelligence Applications repository. They are used in the pre- built
analyses, and / or are available for customers to use via Oracle Answers in building new analyses or
extending existing analyses. Oracle Answers is the ad-hoc query and reporting tool used for building and
modifying analyses. This document also includes additional metrics which can be made accessible by
means of minimal configuration. These additional metrics are included in the Business Modeling and
Mapping Layer of the Oracle Business Intelligence Applications repository. Configuration required before
using them merely involves exposing these metrics to the Presentation Layer within the underlying
repository

BCT-Omran-BI_Manual
Confidential

2.
Page 5 of 26

General Overview

3. Starting Oracle BI Applications

Pre Requisition

Microsoft Internet Explorer 6.x1 or Later

Adobe Flash Player (Latest)

Application Login
To Log into application, oracle uses internet explorer. You have to select the http address
(for your Site which will be provided by your System Administrator) in the internet
explorer window as you are connected to a normal web page.
Your Oracle BI application has integrated with the Oracle E-Business Suite. So there is
no separate link for BI application.
Once you connect into the web page, Select Apps Login Link to get Logon screen.
Use the below mentioned URL to access the Instance
http://orapp01.otdcnet.com:8050

This will take you to the Oracle E-Business Suite

BCT-Omran-BI_Manual
Confidential

Starting Oracle BI Applications

Login Page

Page 6 of 26

4. Entering User Name and Password

Enter User Name (provided by your System Administrator)

Enter Pass word

It will take you to the Oracle E-Business Suite Home Page.

The E-Business Suite Home Page is your entry point to Oracle Business Intelligence.
From this page you can:
1. Access Oracle Business Intelligence functions from the Navigator
2. Navigate to frequently-used functions or Web pages from Favorites

BCT-Omran-BI_Manual
Confidential

Entering User Name and Password

Page 7 of 26

5. Responsibility and Function

Click On Oracle Business Intelligence Administrator

BCT-Omran-BI_Manual
Confidential

Responsibility and Function

Page 8 of 26

6. Creating and Editing Dashboards

To create a new report in HRA, from the home page click the New Dropdown button and select the
Analysis Link.
Home Page>New>Analysis

Select the appropriate Subject Area to create a report. In our example select Human Resource Absence
and Leave Accrual Subject Area

BCT-Omran-BI_Manual
Confidential

Creating and Editing Dashboards

Page 9 of 26

After Clicking the Human Resource Absence and Leave Accrual Subject Area it redirect to Criteria Tab

Select Brand Sub menu in the Human Resource Absence and Leave Accrual Subject Area
Human Resource Absence and Leave Accrual>Brand

Select the Age band name Sub Menu under the Band Menu
Human Resource Absence and Leave Accrual>Band>Age band name

BCT-Omran-BI_Manual
Confidential

Creating and Editing Dashboards

Page 10 of 26

From the Age Band Sub Menu drag and drop the column Age Band name into Selected Columns box

Go to Age Band Sub Menu

BCT-Omran-BI_Manual
Confidential

Creating and Editing Dashboards

Page 11 of 26

Human Resources Absence and Accruals>Band>Age Band

From the Length of service Band Sub Menu drag and drop the Length of service band name Filed into
Selected Columns Box

BCT-Omran-BI_Manual
Confidential

Creating and Editing Dashboards

Page 12 of 26

Edit the Performance Band Code Field and Select the Edit Formula Option

Add the Count Function to the Performance Band Code Filed

BCT-Omran-BI_Manual
Confidential

Creating and Editing Dashboards

Page 13 of 26

Click the Result Tab on the Top Left

BCT-Omran-BI_Manual
Confidential

Creating and Editing Dashboards

Page 14 of 26

To Add Graph to the Report

Click the New Drop down Link and Select the Graph in the Drop down. And in the Sub Menu Select
the Pie Chart
New>Graph>Pie

BCT-Omran-BI_Manual
Confidential

Creating and Editing Dashboards

Page 15 of 26

Click the Save Button to save the Analysis

BCT-Omran-BI_Manual
Confidential

Creating and Editing Dashboards

Page 16 of 26

Select the appropriate location to save the Analysis

Shared Folder>Omran Asset Management>Subject Area contents

BCT-Omran-BI_Manual
Confidential

Creating and Editing Dashboards

Page 17 of 26

Go to Home page and Select the Catalog Link

Select the Dashboards

Shared Folders>Human Resources>Dashboards

BCT-Omran-BI_Manual
Confidential

Creating and Editing Dashboards

Page 18 of 26

Select the Appropriate Dashboard to add the Report

From the Dashboard Objects drag and drop the Section into Dashboard

BCT-Omran-BI_Manual
Confidential

Creating and Editing Dashboards

Page 19 of 26

Select the Saved Analysis and drag and drop to the New Section Area

Click the Save Button to save the Dashboard

Click the Run Button to run the Dashboard

BCT-Omran-BI_Manual
Confidential

Creating and Editing Dashboards

Page 20 of 26

To Add New Dashboard:

Select the New Link from the home page and Select the Dashboard
New>Dashboard

BCT-Omran-BI_Manual
Confidential

Creating and Editing Dashboards

Page 21 of 26

Enter the Dashboard Name

BCT-Omran-BI_Manual
Confidential

Creating and Editing Dashboards

Page 22 of 26

Select the Section from the Dashboard Objects and drag it to the Drop Content Area

BCT-Omran-BI_Manual
Confidential

Creating and Editing Dashboards

Page 23 of 26

And drag the saved analysis into the Section

Click the save button to Save the Dashboard

BCT-Omran-BI_Manual
Confidential

Creating and Editing Dashboards

Page 24 of 26

And You can access the saved Dashboard from the Dashboards Link

BCT-Omran-BI_Manual
Confidential

Creating and Editing Dashboards

Page 25 of 26

BCT-Omran-BI_Manual
Confidential

Creating and Editing Dashboards

Page 26 of 26